Better Proposals + Microsoft Outlook + Maximizer CRM

Create Maximizer notes and email drafts in Microsoft Outlook when new proposals are paid in Better Proposals

With this seamless workflow in place, you can automatically generate detailed Maximizer notes and draft personalized follow-up emails whenever a new Better Proposals proposal is successfully paid. Streamline your workflow, nurture client relationships, and close deals with ease. Experience the power of automation today and take your sales game to the next level!

With this seamless workflow in place, you can automatically generate detailed Maximizer notes and draft personalized follow-up emails whenever a new Better Proposals proposal is successfully paid. Streamline your workflow, nurture client relationships, and close deals with ease. Experience the power of automation today and take your sales game to the next level!

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Paid

    Triggers when a proposal is paid.

    TriggerScheduled
  2. automatically do this...
    Maximizer CRMMaximizer CRM
    Create Note

    Creates new Note for Address Book/Opportunity/Lead/Case entry

    ActionWrite
  3. then do this!
    Microsoft OutlookMicrosoft Outlook
    Create Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    ActionWrite
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Supported triggers and actions

What does this mean?
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn more

Related categories

  • Proposal & Invoice Management
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microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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maximizer logo

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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